JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Soltis Investment Advisors LLC's Holding History (CIK: 0001802530)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 32,099 Value ($000) $10,343 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 30,279 Value ($000) $9,551 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 36,742 Value ($000) $10,652 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 41,976 Value ($000) $10,297 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 33,270 Value ($000) $7,975 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 32,266 Value ($000) $6,804 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 39,042 Value ($000) $7,897 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 38,712 Value ($000) $7,754 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 44,681 Value ($000) $7,600 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 58,803 Value ($000) $8,528 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 59,696 Value ($000) $8,682 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 55,611 Value ($000) $7,247 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 48,132 Value ($000) $6,454 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 40,365 Value ($000) $4,218 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 31,579 Value ($000) $3,556 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 25,364 Value ($000) $3,458 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 20,152 Value ($000) $3,191 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 18,974 Value ($000) $3,106 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 18,165 Value ($000) $2,825 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 16,444 Value ($000) $2,503 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 15,208 Value ($000) $1,933 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 12,415 Value ($000) $1,195 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 9,739 Value ($000) $916 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 6,073 Value ($000) $547 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 5,137 Value ($000) $716 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	32,099	$10,343	$309.53	$290.54 - $330.86
Q3 2025	30,279	$9,551	$295.93	$278.95 - $316.47
Q2 2025	36,742	$10,652	$252.67	$200.22 - $289.84
Q1 2025	41,976	$10,297	$250.91	$220.72 - $275.86
Q4 2024	33,270	$7,975	$228.03	$198.89 - $249.04
Q3 2024	32,266	$6,804	$204.96	$185.80 - $219.46
Q2 2024	39,042	$7,897	$189.18	$173.46 - $199.28
Q1 2024	38,712	$7,754	$173.61	$158.11 - $193.16
Q4 2023	44,681	$7,600	$144.89	$129.30 - $163.25
Q3 2023	58,803	$8,528	$142.31	$134.29 - $151.32
Q2 2023	59,696	$8,682	$129.66	$119.02 - $137.67
Q1 2023	55,611	$7,247	$128.16	$115.18 - $135.05
Q4 2022	48,132	$6,454	$117.65	$94.06 - $128.78
Q3 2022	40,365	$4,218	$105.62	$96.10 - $114.36
Q2 2022	31,579	$3,556	$113.02	$101.22 - $124.46
Q1 2022	25,364	$3,458	$133.66	$115.27 - $153.80
Q4 2021	20,152	$3,191	$147.83	$136.71 - $155.72
Q3 2021	18,974	$3,106	$140.29	$130.40 - $151.51
Q2 2021	18,165	$2,825	$139.74	$130.53 - $148.99
Q1 2021	16,444	$2,503	$127.25	$109.49 - $143.03
Q4 2020	15,208	$1,933	$98.14	$82.75 - $111.83
Q3 2020	12,415	$1,195	$85.44	$79.00 - $92.62
Q2 2020	9,739	$916	$81.74	$70.76 - $99.77
Q1 2020	6,073	$547	$103.61	$65.60 - $120.06
Q4 2019	5,137	$716	$108.67	$93.67 - $118.72